4 Steps to Building
Your Dream Team
Includes Q&A
Tuesday, May 21st at 12 pm ET
Join Duncan MacPherson for an insightful webinar on the dynamics of forming and developing high-performance teams. Based on the acclaimed Tuckman's Model, this session will explore the essential stages of team development: Forming, Storming, Norming, and Performing.
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Becoming Indispensable to a Client's Family
2020-01-21 • 5 minute video

Put a process in place that puts every piece of your client’s financial puzzle together that goes beyond just achieving financial independence, but also maintaining it and building their family legacy.

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